Picks and shovels plays of the photonics boom
$LITE | Lumentum: lasers for silicon photonics transceivers and CPO
$TSEM | Tower Semiconductor: silicon photonics foundry
$BESI | BE Semiconductor: hybrid bonding and packaging equipment for photonics
$VECO | Veeco: manufacturing equipment for photonic and optical chips
$AIXA | Aixtron: tools used to grow photonic materials like GaAs and InP
$SIVE | Sivers Semiconductors: laser chips and arrays for optical links and silicon photonics
$AXTI | AXT: InP, GaAs, and Ge wafers for optical devices
$COHR | Coherent: lasers, photodiodes, and other optical